Investor Letters
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing. Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed. Stay on top of the latest in hedge fund commentary below. If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). All emails are confidential and your investors will not know you sent us your letter. While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK_ to be considered. Also see our hedge fund database tool here.
Seth Klarman: Hedge Fund Closures Are Throwing Up Bargains
This financial hedge fund’s long winners and short losers cancelled each other out [In-depth]
Black Bear Value Partners LP 2019 Letter: The Importance of Game Selection & Runways
RGA Investment Advisors 4Q19 Commentary – ANGI: The House Isn’t The Only Thing Getting Fixed
Blue Tower Asset Management 4Q19 Commentary: Career Risk in Institutions and the Principal Agent Problem
Seth Klarman In Q4 Letter: America Is “Squandering Its Credibility” On Unimportant “Hijinks”
[2019 Letter] Longtime near-zero rates have created a liquidity trap: Klarman
Farnam Street January 2020 Letter “The siren’s song of the auto-buyers is strong”
[Q4 Letter] Seth Klarman Sticks To Value Strategy In Market Functioning Like “ATM”
Alluvial Capital Management 4Q19 Commentary: Favorite Micro-cap stocks
TX Capital’s 50% Gain Boosts David Einhorn’s FOF In 2019
Guy Spier: Top 10 Holdings
2020: Party Like It’s 1999?
These are all the short positions in Greenlight’s Q4 letter
These are all of Greenlight’s long positions from their 2019 letter
Black Diamond Arbitrage Partners Adds 4.84% In 2019 On Booming M&A Volumes
Einhorn Q4 Letter To Investors: Long Gold, Short Netflix & Assured Guaranty
Electron Capital Partners won in all regions except U.S. in 2019

